Michael Peters

Michael A. Peters, AWMA®, CFP®, CRPC®
Financial Advisor Investment Services Group Truist Investment Services, Inc.

3800 S Semoran Blvd

Orlando, FL 32822-4004

Michael.Peters@Truist.com

Phone 407-867-6613

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About me

Background

Michael Peters is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and Chartered Retirement Planning Counselor™ (CRPC®) professional, offering clients more than 24 years of financial experience. He follows a disciplined process of assessing his clients’ financial needs, setting and prioritizing goals, evaluating tradeoffs, and implementing financial strategies.

Investment Adviser Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on FINRA's BrokerCheck

Education

Bachelor of Science in Business Administration, Finance
University of Central Florida 2014

Personal Interests

In Michael's free time, he's a private pilot and enjoys annoying his pet Chihuahua with guitar practice.

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

Locations

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